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Showing posts from September, 2018

Bill Merriam Comments on Financial Independence in Hawaii News Now

In a recent article from hawaiinewsnow.com, Bill Merriam comments on Financial Independence: http://www.hawaiinewsnow.com/story/38897041/william-bill-merriam-iii-of-jacksonville-comments-on-financial-independence " Merrill Edge is a investment service offering access to investment insights of Merrill Lynch as well as the convenience of banking with the Bank of America. Clients have access to easy-to-use tools, step by step guidance, actionable tools and competitive pricing for online trading."

William Merriam of Jacksonville, FL Makes Barrons Top List Again

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Bill Merriam makes it to FT 400 list again 2018 was a great year for the Merriam Team as Bill Merriam made it to the Barron’s Top 1,200 Financial Advisors list again. It is the 9th consecutive year for Bill’s name to appear in the Top 1,200 Financial Advisors list. Bill has consistently been making it to the list of top financial advisors for almost 4 years now in Top 400 Financial Advisors of US and 2018 witnessed the same. Recognized as Forbes Best-in-State Wealth Advisors, Bill is working consistently towards a client’s interests. The role of financial advisors has evolved from being brokers as they are spending more time to manage client relationship with quality advice. US Department of Labor is in its first phase of creating the Fiduciary rule. According to the rule, the retirement plan advisors will be required to guide the clients in a manner that is more profit reaping for the clients primarily. A fiduciary standard is being developed by The Securities and Exchange C